# Portcullis Wealth Planning (Portcullis Wealth Planning Limited)

Private limited company registered in Chelmsford, classed under “Financial intermediation not elsewhere classified” and 1 other activity.

- Company number: 12266087
- Status: Active
- Type: Private limited company
- Incorporated: 16 October 2019
- Registered office: Devines Bellefield House, 104 New London Road, Chelmsford, Essex, CM2 0RG
- Location: Chelmsford, Essex
- Activity: Financial intermediation not elsewhere classified

## Latest filed profit

No profit figure in its latest filed accounts.

Turnover, net assets, cash, staff, earlier years, ratios and owners are on the page for subscribers.

## Questions people ask

### What does Portcullis Wealth Planning do?

Private limited company registered in Chelmsford, classed under “Financial intermediation not elsewhere classified” and 1 other activity.

### How much turnover does Portcullis Wealth Planning make?

Answered on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/portcullis-wealth-planning-12266087

### Is Portcullis Wealth Planning profitable?

Portcullis Wealth Planning's profit isn't public: small companies may file without a profit and loss account.

### Who runs and owns Portcullis Wealth Planning?

Its directors are James Austin Caviel. Its owners are shown to subscribers.

### Where is Portcullis Wealth Planning based?

Its registered office is Devines Bellefield House, 104 New London Road, Chelmsford, Essex, CM2 0RG, in Chelmsford, Essex.

### When was Portcullis Wealth Planning founded?

Portcullis Wealth Planning Limited was incorporated on 16 October 2019.

### Is Portcullis Wealth Planning still trading?

The register lists Portcullis Wealth Planning Limited as active.

## Timeline

Recent filings and changes at Companies House.

- 2026-02-09: Director's details changed for Mr James Austin Caviel on 3 February 2026
- 2026-02-09: Change of details for Mr James Austin Caviel as a person with significant control on 3 February 2026
- 2025-12-03: Accounts for a dormant company made up to 31 March 2025
- 2025-06-30: Change of details for Mr James Austin Caviel as a person with significant control on 27 June 2025
- 2025-06-27: Director's details changed for Mr James Austin Caviel on 27 June 2025
- 2024-12-19: Registered office address changed from 8 Goldlay House 114 Parkway Chelmsford Essex CM2 7PR England to Devines Bellefield House 104 New London Road Chelmsford Essex CM2 0RG on 1…
- 2024-12-19: Accounts for a dormant company made up to 31 March 2024
- 2023-06-22: Accounts for a dormant company made up to 31 March 2023
- 2022-11-02: Accounts for a dormant company made up to 31 March 2022
- 2021-07-15: Accounts for a dormant company made up to 31 March 2021
- 2021-07-07: Previous accounting period extended from 31 October 2020 to 31 March 2021
- 2019-10-16: Incorporation

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Source: Companies House filings (Open Government Licence v3.0). Figures are as filed; nothing is estimated. Page: https://firmfacts.co/company/portcullis-wealth-planning-12266087